ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy

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2012-10-03 Where are the Global Winners? by Louie Nguyen of Soledad Investment Management

In today's ber-dreary and volatile global market condition, it can be difficult to imagine how the various markets around the world will eventually right themselves. It is worth noting, however, that the global market has righted itself before, from predicaments that seem just as, if not even more, dire than what we face today. Think Thailand and Korea in 1997, Mexico in 1994 and the Dot-Com Bubble in 2000. The following is the latest in our annual Global Price to Earning (P/E) analysis. It is part of our on-going effort to find compelling investments from around the world.

2010-04-16 Where is the Next Rising Tide? by Louie Nguyen of Soledad Investment Management

The S&P 500 and Russell 3000 seems closer to fair value than Europe though there may be some room left to appreciate. At the opposite extreme lie several emerging markets, including Russia, Asia ex-Japan, Mexico, and India. While emerging markets may have captured investors attention because of their projected economic growth potential, we think developed countries may be a source for compelling investments for long term patient value investors.


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